White Lighthouse Investment Management

White Lighthouse Investment Management as of Dec. 31, 2019

Portfolio Holdings for White Lighthouse Investment Management

White Lighthouse Investment Management holds 131 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 10.4 $28M 156k 182.17
Vanguard High Dividend Yield ETF (VYM) 6.7 $18M 195k 93.71
Vanguard Star Fd Intl Stk Idxf (VXUS) 5.9 $16M 290k 55.69
Vanguard Short Term Corporate Bond ETF (VCSH) 5.0 $14M 169k 81.03
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 3.4 $9.3M 102k 91.33
iShares Dow Jones Select Dividend (DVY) 3.2 $8.8M 84k 105.67
Vanguard Long Term Corporate Bond ETF (VCLT) 3.2 $8.6M 85k 101.35
Vanguard Short-Term Bond ETF (BSV) 2.6 $7.0M 87k 80.61
iShares Lehman Short Treasury Bond (SHV) 2.3 $6.3M 57k 110.46
Vanguard Dividend Appreciation ETF (VIG) 2.3 $6.3M 50k 124.65
iShares Russell 1000 Growth Index (IWF) 2.3 $6.2M 35k 175.91
Vanguard Emerging Markets ETF (VWO) 2.1 $5.7M 129k 44.47
Vanguard Information Technology ETF (VGT) 2.1 $5.7M 23k 244.85
iShares S&P NA Tech. Sec. Idx (IGM) 2.0 $5.5M 23k 242.16
iShares Gold Trust 2.0 $5.5M 381k 14.50
Vanguard Malvern Fds strm infproidx (VTIP) 1.7 $4.5M 92k 49.28
Vanguard Value ETF (VTV) 1.6 $4.3M 36k 119.84
PowerShares QQQ Trust, Series 1 1.4 $3.8M 18k 212.62
Apple (AAPL) 1.4 $3.7M 13k 293.60
Vanguard S&p 500 Etf idx (VOO) 1.3 $3.5M 12k 295.76
Vanguard Mid-Cap Value ETF (VOE) 1.2 $3.4M 29k 119.17
Vanguard Intermediate-Term Bond ETF (BIV) 1.2 $3.4M 39k 87.21
Vanguard REIT ETF (VNQ) 1.2 $3.2M 34k 92.79
Vanguard Small-Cap Value ETF (VBR) 1.1 $3.1M 23k 137.08
Vanguard Total Bond Market ETF (BND) 1.1 $2.9M 35k 83.87
Vanguard Health Care ETF (VHT) 1.1 $2.9M 15k 191.76
Vanguard Mid-Cap Growth ETF (VOT) 1.1 $2.9M 18k 158.80
Ishares Core Intl Stock Etf core (IXUS) 1.1 $2.9M 46k 61.90
Ishares Tr Msci Usa Momentum Factor (MTUM) 1.0 $2.8M 22k 125.55
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $2.7M 24k 113.92
Schwab Strategic Tr 0 (SCHP) 0.9 $2.6M 45k 56.64
iShares Russell 3000 Growth Index (IUSG) 0.9 $2.5M 36k 67.63
Vanguard Small-Cap ETF (VB) 0.8 $2.2M 13k 165.64
iShares S&P SmallCap 600 Growth (IJT) 0.8 $2.1M 11k 193.27
Vanguard Long-Term Bond ETF (BLV) 0.8 $2.1M 21k 100.35
Vanguard Europe Pacific ETF (VEA) 0.7 $1.9M 43k 44.07
Ishares Inc msci em esg se (ESGE) 0.7 $1.8M 50k 35.94
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.7 $1.8M 16k 114.55
iShares NASDAQ Biotechnology Index (IBB) 0.6 $1.7M 14k 120.50
Rydex S&P Equal Weight ETF 0.6 $1.6M 14k 115.77
iShares S&P Global Healthcare Sect. (IXJ) 0.6 $1.6M 24k 68.75
Spdr S&p 500 Etf (SPY) 0.6 $1.6M 5.0k 321.94
Ishares Msci Usa Quality Facto invalid (QUAL) 0.5 $1.3M 13k 100.97
Johnson & Johnson (JNJ) 0.5 $1.3M 8.9k 145.85
Vanguard Sht Term Govt Bond ETF (VGSH) 0.5 $1.3M 21k 60.81
Spdr Ser Tr 1 3 hgh yield (BIL) 0.5 $1.2M 14k 91.40
Vanguard Total Stock Market ETF (VTI) 0.5 $1.2M 7.6k 163.61
iShares Cohen & Steers Realty Maj. (ICF) 0.4 $1.2M 10k 117.00
Amazon (AMZN) 0.4 $1.1M 618.00 1847.90
Vaneck Vectors Gold Miners mutual (GDX) 0.4 $1.1M 36k 29.28
Vanguard European ETF (VGK) 0.4 $1.0M 18k 58.59
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $1.0M 9.5k 106.74
Ishares Inc em mkt min vol (EEMV) 0.4 $976k 17k 58.69
Ishares Tr trs flt rt bd (TFLO) 0.3 $884k 18k 50.26
Arista Networks (ANET) 0.3 $875k 4.3k 203.49
Vanguard Mid-Cap ETF (VO) 0.3 $855k 4.8k 178.12
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.3 $837k 15k 56.57
SPDR Gold Trust (GLD) 0.3 $821k 5.7k 142.96
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.3 $807k 7.9k 101.64
Philip Morris International (PM) 0.3 $796k 9.4k 85.13
iShares S&P 500 Value Index (IVE) 0.3 $801k 6.2k 130.03
Vanguard FTSE All-World ex-US ETF (VEU) 0.3 $793k 15k 53.78
Microsoft Corporation (MSFT) 0.3 $777k 4.9k 157.67
Goldman Sachs Etf Tr (GSLC) 0.3 $763k 12k 64.68
Wal-Mart Stores (WMT) 0.3 $742k 6.2k 118.80
Cisco Systems (CSCO) 0.3 $721k 15k 47.96
Alphabet Inc Class A cs (GOOGL) 0.2 $675k 504.00 1339.29
Southern Company (SO) 0.2 $667k 11k 63.68
Bayer (BAYRY) 0.2 $653k 32k 20.28
Nestle Sa Cham Et Vevey eqfor (NSRGF) 0.2 $655k 6.1k 108.00
Ishares Msci Global Gold Min etp (RING) 0.2 $617k 26k 24.08
Berkshire Hathaway (BRK.B) 0.2 $589k 2.6k 226.54
Procter & Gamble Company (PG) 0.2 $612k 4.9k 124.97
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $593k 4.6k 127.99
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.2 $583k 4.0k 145.57
Caterpillar (CAT) 0.2 $546k 3.7k 147.57
Pfizer (PFE) 0.2 $541k 14k 39.21
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $507k 5.8k 87.87
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $508k 14k 37.62
iShares MSCI Emerging Markets Indx (EEM) 0.2 $502k 11k 44.86
Vanguard Pacific ETF (VPL) 0.2 $476k 6.8k 69.58
Schwab International Equity ETF (SCHF) 0.2 $473k 14k 33.66
Ishares Tr liquid inc etf (ICSH) 0.2 $467k 9.3k 50.32
Intel Corporation (INTC) 0.2 $443k 7.4k 59.84
Vanguard Materials ETF (VAW) 0.2 $425k 3.2k 134.20
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $424k 7.5k 56.59
Ishares Tr msci eafe esg (ESGD) 0.2 $438k 6.4k 68.81
ETFS Gold Trust 0.1 $418k 29k 14.62
Spdr Index Shs Fds s^p global nat res (GNR) 0.1 $417k 9.0k 46.15
Schwab Intl Small Cap Equity ETF (SCHC) 0.1 $418k 12k 34.65
Annaly Capital Management 0.1 $384k 41k 9.41
Edwards Lifesciences (EW) 0.1 $383k 1.6k 233.39
Amgen (AMGN) 0.1 $362k 1.5k 241.33
Pepsi (PEP) 0.1 $342k 2.5k 136.85
SPDR Barclays Capital High Yield B 0.1 $346k 3.2k 109.39
iShares MSCI EAFE Growth Index (EFG) 0.1 $355k 4.1k 86.37
WisdomTree Japan Total Dividend (DXJ) 0.1 $366k 6.8k 53.82
Flexshares Tr mornstar upstr (GUNR) 0.1 $354k 11k 33.52
Pimco Total Return Etf totl (BOND) 0.1 $343k 3.2k 107.69
Wpp Plc- (WPP) 0.1 $348k 5.0k 70.30
Verizon Communications (VZ) 0.1 $324k 5.3k 61.36
British American Tobac (BTI) 0.1 $340k 8.0k 42.50
iShares S&P Europe 350 Index (IEV) 0.1 $339k 7.2k 46.91
Vanguard Small-Cap Growth ETF (VBK) 0.1 $337k 1.7k 198.47
iShares FTSE KLD 400 Social Idx (DSI) 0.1 $337k 2.8k 120.01
Lockheed Martin Corporation (LMT) 0.1 $292k 749.00 389.85
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $287k 2.7k 108.30
iShares S&P Global Clean Energy Index (ICLN) 0.1 $289k 25k 11.77
Ishares Inc core msci emkt (IEMG) 0.1 $311k 5.8k 53.77
Medtronic (MDT) 0.1 $307k 2.7k 113.49
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $305k 5.7k 53.51
Honeywell International (HON) 0.1 $281k 1.6k 176.95
iShares MSCI Germany Index Fund (EWG) 0.1 $283k 9.6k 29.40
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.1 $278k 4.7k 59.15
Spdr Series Trust cmn (HYMB) 0.1 $266k 4.5k 59.11
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 0.1 $267k 3.3k 81.53
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.1 $269k 5.4k 50.19
Vanguard Esg International Stock Etf etf (VSGX) 0.1 $279k 5.2k 53.55
JPMorgan Chase & Co. (JPM) 0.1 $238k 1.7k 139.26
UnitedHealth (UNH) 0.1 $251k 854.00 293.91
Vaneck Vectors Amt-free Shrt M bdfund (SMB) 0.1 $240k 14k 17.78
3M Company (MMM) 0.1 $225k 1.3k 176.47
Royal Dutch Shell 0.1 $221k 3.8k 58.93
iShares Russell 2000 Index (IWM) 0.1 $222k 1.3k 165.67
iShares Barclays TIPS Bond Fund (TIP) 0.1 $211k 1.8k 116.57
Schwab Strategic Tr sht tm us tres (SCHO) 0.1 $220k 4.4k 50.40
Abb Ltd New Ord F Swiss Shares (ABLZF) 0.1 $214k 9.0k 23.86
Swiss Re (SSREF) 0.1 $214k 1.9k 111.98
Alibaba Group Holding (BABA) 0.1 $211k 993.00 212.49
Zurich Financial Services (ZFSVF) 0.1 $201k 494.00 406.88
Fiat Chrysler Auto 0.1 $162k 11k 14.73